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ERP ⇄ CRM

Odoo to Xactly integration — real-time, two-way sync

Keep Odoo and Xactly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Odoo and Xactly

Close the gap between front office and back office: Xactly and Odoo share customers and status in real time, in both directions.

Xactly holds the customer relationship; Odoo runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Orders, Credits, Transactions (Commission & Bonus), Participants (Payees) in Xactly with Inventory Transfers (stock.picking), Employees (hr.employee), Projects and Tasks (project.project / project.task), Contacts (res.partner) in Odoo field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Sync Participants, Positions, Titles, and Quotas from an HRIS/HCM and planning tools into Xactly so the org hierarchy and targets stay aligned with headcount changes.
  • 02 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.
  • 03 Sync employee records from an HR system of record into Odoo for expense and timesheet workflows.
  • 04 Sync Odoo contacts and CRM leads with an external CRM when sales runs outside Odoo but invoicing stays in it.

Common sync patterns

Where Odoo is the finance system of record: money status on the account

Invoice and payment state from Odoo shows on the account in Xactly, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Odoo manages people and org data: keep Xactly aligned

Owners, territories, and org structure informed by Odoo stay current in Xactly.

What you can sync between Odoo and Xactly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Odoo objects Xactly objects How this pairing syncs
Products (product.template / product.product) Catalog and variant data distributed to storefronts and quoting tools. Products & Customers Product and customer/account master used in crediting rules and reporting; loaded and updated from CRM/ERP through Connect (write) and read for lookups, so read and write. Products (product.template / product.product) is specific to Odoo and Products & Customers to Xactly — each maps to any object or custom field on the other side.
CRM Leads (crm.lead) Leads and opportunities synced with marketing and enrichment systems. Orders Sales order and transaction records loaded into Incent as the raw input for crediting and calculation; created and updated through Connect load and ETL steps (write) and read back for reconciliation, so read and write. CRM Leads (crm.lead) is specific to Odoo and Orders to Xactly — each maps to any object or custom field on the other side.
Purchase Orders (purchase.order) Procurement documents shared with supplier-facing systems. Credits Crediting records that tie an order to a participant and position; system-calculated credits are read, while manual and adjustment credits are loaded through Connect, so read and write. Purchase Orders (purchase.order) is specific to Odoo and Credits to Xactly — each maps to any object or custom field on the other side.
Inventory Transfers (stock.picking) Delivery and receipt operations synced for fulfillment visibility. Transactions (Commission & Bonus) Calculated commission and bonus line items produced by Incent's calculation engine; read as the output of comp runs for reporting and downstream payout, so effectively read-only results. Inventory Transfers (stock.picking) is specific to Odoo and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Employees (hr.employee) HR records read for directory and provisioning syncs. Participants (Payees) Sales reps and payees keyed to positions; loaded and updated from HRIS/HCM source data through Connect (write) and read for roster reporting, so read and write. Employees (hr.employee) is specific to Odoo and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Projects and Tasks (project.project / project.task) Work items synced with external project tools. Positions & Titles Org-hierarchy positions and titles that credits and quotas roll up to; loaded and maintained through Connect (write) and read to resolve the hierarchy, so read and write. Projects and Tasks (project.project / project.task) is specific to Odoo and Positions & Titles to Xactly — each maps to any object or custom field on the other side.

How changes propagate between Odoo and Xactly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Odoo Xactly Sub-second propagation

DetectionOdoo notifies Stacksync of record changes through webhook events. Polling on the write_date timestamp every record carries.

DeliveryEach detected change is applied to Xactly as a row-level write, with types converted between the two schemas.

Xactly Odoo Interval-based propagation

DetectionStacksync polls Xactly for changes on an incremental schedule, reading only records changed since the previous pass. No CDC log for external tools to consume.

DeliveryEach detected change is written to Odoo through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Odoo: Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits.
  • Xactly: Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
What ships with Odoo ⇄ Xactly

Connect Odoo and Xactly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Odoo–Xactly connection.

Real-time

Two-way sync

Changes in Odoo or Xactly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Odoo or Xactly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Odoo or Xactly record.

Observability

Monitoring

Track your Odoo ⇄ Xactly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Odoo and Xactly.

How the Odoo and Xactly connectors work

Odoo

Integration surface
XML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)
Authentication
Database user credentials or per-user API keys
Change detection
Polling on the write_date timestamp every record carries; recent versions can also send outbound webhooks from automation rules
Capabilities
read · write · webhooks
Rate limits
Self-hosted instances have no fixed rate limits; Odoo Online is subject to the platform's fair-use limits

Xactly

Integration surface
Xactly Connect REST API v2 (JSON), plus ODBC/JDBC drivers over the same ANSI-SQL data model. Incent data is exposed as SQL-queryable objects (for example xactly_order, xactly_credit, xactly_transaction, xactly_payment); data is loaded and extracted through Connect load/query steps and server-side ETL Pipelines. The base host is region/pod-specific (for example https://<pod>.xactlycorp.com).
Authentication
OAuth 2.0 via the Xactly Connect API Gateway (bearer tokens issued on behalf of an Xactly Incent user), with HTTP Basic authentication using a dedicated Xactly Connect service-user's credentials also supported for the Connect REST API v2. The connecting user needs Connect/API access plus the relevant object permissions in Incent.
Change detection
No CDC log for external tools to consume. Incremental sync uses SQL predicates on modified/last-updated timestamp columns (for example WHERE modified_date > watermark) against Connect's queryable objects, or scheduled Connect ETL Pipelines that pull deltas since the last run. Xactly Connect has no outbound HTTP webhooks, so change detection is pull/ETL-based.
Capabilities
read · write
Rate limits
Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
Xactly setup guide
How it works

How to connect Odoo to Xactly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Odoo and Xactly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Odoo connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Odoo and Xactly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Odoo ⇄ Xactly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Odoo Xactly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Odoo and Xactly integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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ISO 27001
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GDPR
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DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 543 integrations available for Odoo and Xactly.

Popular · 6 of 543
All Odoo integrations All Xactly integrations Browse all integrations
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